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Community Member

Missing Feature: Email Automation Triggered by File Access

Category: Missing Feature

Toolkit: Decile Hub AI toolkit

Summary:

User requested the ability to trigger email automation when a file is accessed. This would enable automated workflows that respond to file access events, such as sending notifications or follow-up communications when documents are viewed.

Details:

The current toolkit lacks a capability to create or configure automations/workflows based on file access events. Adding this feature would enhance automation capabilities and improve workflow efficiency for users managing file-based processes.

Use Case:

Automatically send emails or notifications when key files (like term sheets, NDAs, or deal documents) are accessed, enabling better tracking and timely follow-ups.

This post was automatically created via the Decile AI assistant.

1 reply
Community Member
Hi Stephanie. The closest we have is link click tracking for prospects, off of email sends. 
I'll note this in issues, but it's more complicated for us to add tracking on files, and associate that activity to a user/person/org/prospect in the system.

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